JPMorgan Chase & Co
JPM- 交易所
- NYSE
- 產業
- National Commercial Banks
- SEC CIK
- 0000019617
近 90 天，JPMorgan Chase & Co 內部人申報 0 筆公開市場買進、2 筆賣出；2026 年第 2 季末有 5,158 家機構在 13F 申報持有，市值合計 $6,437 億；維京全球投資、馬克爾集團等 7 位大師持有。
2023 年第 2 季 13F 持有人
JPMorgan Chase & Co 在 2023/6/30 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 3,672
- 較 2023 年第 1 季 +90 家
- 持有股數
- 20.5 億
- 較 2023 年第 1 季 −5,249 萬 (−2.5%)
- 總市值
- $2,976 億
- 較 2023 年第 1 季 +$314.3 億 (+11.8%)
- 新進機構
- 186
- 另有 1,624 家加碼
- 清倉機構
- 96
- 另有 1,515 家減碼
另有 30 家機構在 2023 年第 1 季持有、還沒有申報 2023 年第 2 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 JPM 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 5,158 | $6,437 億 |
| 2026 年第 1 季 | 5,103 | $5,720 億 |
| 2025 年第 4 季 | 5,154 | $6,395 億 |
| 2025 年第 3 季 | 4,765 | $6,180 億 |
| 2025 年第 2 季 | 4,752 | $5,824 億 |
| 2025 年第 1 季 | 4,679 | $4,946 億 |
| 2024 年第 4 季 | 4,680 | $4,900 億 |
| 2024 年第 3 季 | 4,215 | $4,294 億 |
| 2024 年第 2 季 | 4,181 | $4,162 億 |
| 2024 年第 1 季 | 4,120 | $4,145 億 |
| 2023 年第 4 季 | 4,001 | $3,518 億 |
| 2023 年第 3 季 | 3,710 | $2,970 億 |
| 2023 年第 2 季 | 3,672 | $2,976 億 |
| 2023 年第 1 季 | 3,612 | $2,663 億 |
| 2022 年第 4 季 | 3,628 | $2,783 億 |
| 2022 年第 3 季 | 3,395 | $2,129 億 |
| 2022 年第 2 季 | 3,427 | $2,293 億 |
| 2022 年第 1 季 | 3,519 | $2,789 億 |
| 2021 年第 4 季 | 3,595 | $3,301 億 |
| 2021 年第 3 季 | 3,239 | $3,420 億 |
| 2021 年第 2 季 | 3,246 | $3,293 億 |
| 2021 年第 1 季 | 3,218 | $3,303 億 |
2023 年第 2 季持有機構
每家機構持有 JPMorgan Chase & Co 的股數、市值與佔組合比重；股數變化跟 2023 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Van Cleef Asset Management,Inc | 19,636 | $285.6 萬 | 0.44% | −394−2.0% | 減碼 |
| Bowman & Co S.C. | 19,638 | $285.6 萬 | 2.16% | +740+3.9% | 加碼 |
| Oak Asset Management, LLC | 19,630 | $285.5 萬 | 1.18% | +50+0.3% | 加碼 |
| Peoples Financial Services Corp. | 19,601 | $285.1 萬 | 1.28% | +104+0.5% | 加碼 |
| Sculati Wealth Management, LLC | 19,587 | $284.9 萬 | 1.43% | +172+0.9% | 加碼 |
| WMS Partners, LLC | 19,584 | $284.8 萬 | 0.22% | −180−0.9% | 減碼 |
| Investment Advisory Services Inc | 19,543 | $284.2 萬 | 1.20% | +1,309+7.2% | 加碼 |
| Tiemann Investment Advisors, LLC | 19,534 | $284.1 萬 | 1.45% | +85+0.4% | 加碼 |
| CX Institutional | 19,526 | $284.0 萬 | 0.15% | +1,454+8.0% | 加碼 |
| Holderness Investments Co | 19,494 | $283.5 萬 | 1.05% | +754+4.0% | 加碼 |
| Corrado Advisors, LLC | 19,487 | $283.4 萬 | 1.98% | +217+1.1% | 加碼 |
| Itau Unibanco Holding S.A. | 19,476 | $283.3 萬 | 0.13% | +18,475+1,845.7% | 加碼 |
| Advisor OS, LLC | 19,470 | $283.2 萬 | 0.46% | +4,868+33.3% | 加碼 |
| Sawyer & Company, Inc | 19,462 | $283.1 萬 | 1.29% | −55−0.3% | 減碼 |
| Valley Brook Capital Group | 19,462 | $283.1 萬 | 2.61% | −760−3.8% | 減碼 |
| Intercontinental Wealth Advisors, LLC | 19,439 | $282.7 萬 | 0.67% | +674+3.6% | 加碼 |
| Perpetual Ltd | 19,398 | $282.1 萬 | 0.02% | −73−0.4% | 減碼 |
| Ethic Inc. | 19,377 | $281.8 萬 | 0.10% | +2,621+15.6% | 加碼 |
| Huber Capital Management LLC | 19,372 | $281.7 萬 | 0.68% | 00.0% | 不變 |
| Zullo Investment Group, Inc. | 19,319 | $281.0 萬 | 1.60% | +49+0.3% | 加碼 |
| Harvey Investment Co LLC | 19,266 | $280.2 萬 | 0.37% | 00.0% | 不變 |
| Oak Harbor Wealth Partners, LLC | 19,258 | $280.1 萬 | 0.96% | −172−0.9% | 減碼 |
| Coastal Investment Advisors, Inc. | 19,223 | $279.6 萬 | 0.61% | +789+4.3% | 加碼 |
| Titleist Asset Management, LLC | 19,204 | $279.3 萬 | 0.55% | −1,040−5.1% | 減碼 |
| Tandem Capital Management Corp | 19,196 | $279.2 萬 | 1.82% | −40.0% | 減碼 |
| Atom Investors LP | 19,190 | $279.1 萬 | 1.06% | +15,264+388.8% | 加碼 |
| Dumont & Blake Investment Advisors LLC | 19,123 | $278.1 萬 | 0.90% | −991−4.9% | 減碼 |
| Eads & Heald Wealth Management | 19,113 | $278.0 萬 | 1.37% | −706−3.6% | 減碼 |
| Affinity Wealth Management LLC | 19,082 | $277.5 萬 | 0.64% | +68+0.4% | 加碼 |
| St. Louis Trust Co | 19,040 | $276.9 萬 | 0.51% | 00.0% | 不變 |
| Condor Capital Management | 19,033 | $276.8 萬 | 0.33% | −194−1.0% | 減碼 |
| Acropolis Investment Management, LLC | 19,026 | $276.7 萬 | 0.22% | +240+1.3% | 加碼 |
| Key Financial Inc | 18,975 | $276.0 萬 | 0.91% | −19−0.1% | 減碼 |
| White Pine Capital LLC | 18,965 | $275.8 萬 | 1.03% | −20.0% | 減碼 |
| Miller Investment Management, LP | 18,935 | $275.4 萬 | 0.42% | 00.0% | 不變 |
| Graybill Bartz & Assoc Ltd | 18,925 | $275.2 萬 | 1.31% | −55−0.3% | 減碼 |
| Smith, Moore & Co. | 18,910 | $275.0 萬 | 0.35% | +923+5.1% | 加碼 |
| Bremer Bank National Association | 18,882 | $274.6 萬 | 0.52% | −432−2.2% | 減碼 |
| Field & Main Bank | 18,871 | $274.5 萬 | 1.53% | +25+0.1% | 加碼 |
| Financial Strategies Group, Inc. | 18,852 | $274.2 萬 | 0.88% | +7,652+68.3% | 加碼 |
| Fortune Financial Advisors, LLC | 18,692 | $271.9 萬 | 2.04% | +18,692 | 新進 |
| Chesapeake Asset Management LLC | 18,686 | $271.8 萬 | 2.45% | −847−4.3% | 減碼 |
| Cito Capital Group, LLC | 18,641 | $271.1 萬 | 1.24% | +158+0.9% | 加碼 |
| 180 Wealth Advisors, LLC | 18,474 | $270.8 萬 | 0.59% | −20−0.1% | 減碼 |
| HPC Germany GmbH & Co. KG | 18,600 | $270.5 萬 | 3.38% | 00.0% | 不變 |
| Integrated Investment Consultants, LLC | 18,562 | $270.0 萬 | 0.85% | −89−0.5% | 減碼 |
| Goldstone Financial Group, LLC | 18,541 | $269.7 萬 | 0.79% | +2,015+12.2% | 加碼 |
| RKL Wealth Management LLC | 18,533 | $269.6 萬 | 0.32% | −62−0.3% | 減碼 |
| Obermeyer Wood Investment Counsel, LLLP | 18,526 | $269.4 萬 | 0.19% | −776−4.0% | 減碼 |
| Arbor Trust Wealth Advisors, LLC | 18,463 | $268.5 萬 | 1.71% | +1,360+8.0% | 加碼 |
| Balentine LLC | 18,438 | $268.2 萬 | 0.09% | −6,484−26.0% | 減碼 |
| Everhart Financial Group, Inc. | 18,435 | $268.1 萬 | 1.13% | +848+4.8% | 加碼 |
| Surience Private Wealth LLC | 18,423 | $267.9 萬 | 3.84% | +18,423 | 新進 |
| Aspen Investment Management Inc | 18,405 | $267.7 萬 | 1.59% | −31−0.2% | 減碼 |
| Guerra Pan Advisors, LLC | 18,358 | $267.0 萬 | 2.96% | +140+0.8% | 加碼 |
| Hanson & Doremus Investment Management | 18,353 | $266.9 萬 | 0.56% | +2,007+12.3% | 加碼 |
| Pinnacle Wealth Planning Services, Inc. | 18,286 | $265.9 萬 | 0.43% | +1,261+7.4% | 加碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 18,216 | $264.9 萬 | 0.11% | +3,165+21.0% | 加碼 |
| WP Advisors, LLC | 18,159 | $264.1 萬 | 1.06% | +128+0.7% | 加碼 |
| Sage Investment Advisers LLC | 18,154 | $264.0 萬 | 3.53% | −494−2.6% | 減碼 |
| Everett Harris & Co | 18,144 | $263.9 萬 | 0.04% | +291+1.6% | 加碼 |
| Beaumont Financial Advisors, LLC | 18,107 | $263.3 萬 | 0.25% | +875+5.1% | 加碼 |
| Garrett Investment Advisors LLC | 18,070 | $262.8 萬 | 0.38% | +1,376+8.2% | 加碼 |
| Larson Financial Group LLC | 18,059 | $262.6 萬 | 0.26% | −693−3.7% | 減碼 |
| Moseley Investment Management Inc | 18,057 | $262.6 萬 | 1.53% | +590+3.4% | 加碼 |
| Enterprise Financial Services Corp | 18,045 | $262.4 萬 | 1.67% | −320−1.7% | 減碼 |
| Schwarz Dygos Wheeler Investment Advisors LLC | 18,043 | $262.4 萬 | 0.88% | +846+4.9% | 加碼 |
| True North Advisors, LLC | 18,027 | $262.2 萬 | 0.74% | +3,187+21.5% | 加碼 |
| Aull & Monroe Investment Management Corp | 18,016 | $262.0 萬 | 1.32% | 00.0% | 不變 |
| Raab & Moskowitz Asset Management LLC | 17,988 | $261.6 萬 | 0.89% | +750+4.4% | 加碼 |
| Tranquility Partners, LLC | 17,988 | $261.6 萬 | 1.13% | −50−0.3% | 減碼 |
| Home Federal Bank of Tennessee | 17,916 | $260.6 萬 | 0.92% | −15−0.1% | 減碼 |
| Magnolia Capital Advisors LLC | 17,911 | $260.5 萬 | 1.31% | −115−0.6% | 減碼 |
| Eclectic Associates Inc | 17,911 | $260.5 萬 | 1.28% | −621−3.4% | 減碼 |
| Cedar Brook Financial Partners, LLC | 17,862 | $259.8 萬 | 0.62% | +20+0.1% | 加碼 |
| BCGM Wealth Management, LLC | 17,833 | $259.4 萬 | 1.14% | +1,030+6.1% | 加碼 |
| Court Place Advisors, LLC | 17,765 | $258.4 萬 | 0.91% | −700−3.8% | 減碼 |
| Slocum, Gordon & Co LLP | 17,750 | $258.2 萬 | 2.18% | +1,410+8.6% | 加碼 |
| Pegasus Partners Ltd. | 17,687 | $257.2 萬 | 0.38% | −257−1.4% | 減碼 |
| Krilogy Financial LLC | 17,674 | $257.1 萬 | 0.23% | −454−2.5% | 減碼 |
| Aries Wealth Management | 17,672 | $257.0 萬 | 1.00% | +15+0.1% | 加碼 |
| Occidental Asset Management, LLC | 17,671 | $257.0 萬 | 0.58% | +908+5.4% | 加碼 |
| Mather Group, LLC. | 17,658 | $256.8 萬 | 0.04% | +1,024+6.2% | 加碼 |
| New Potomac Partners, LLC | 17,596 | $255.9 萬 | 1.69% | −1,293−6.8% | 減碼 |
| Keystone Financial Group | 17,575 | $255.6 萬 | 0.43% | +17,575 | 新進 |
| Heritage Wealth Advisors | 17,529 | $254.9 萬 | 0.13% | +88+0.5% | 加碼 |
| Moser Wealth Advisors, LLC | 17,479 | $254.2 萬 | 1.71% | +17,479 | 新進 |
| Ameliora Wealth Management Ltd. | 17,456 | $253.9 萬 | 1.57% | −3,447−16.5% | 減碼 |
| Financial Planning & Information Services, Inc. | 17,452 | $253.8 萬 | 0.47% | 00.0% | 不變 |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 17,428 | $253.5 萬 | 1.24% | −115−0.7% | 減碼 |
| Snider Financial Group | 17,426 | $253.4 萬 | 1.21% | −288−1.6% | 減碼 |
| Twelve Points Wealth Management LLC | 17,415 | $253.3 萬 | 1.35% | −699−3.9% | 減碼 |
| Peak Planning Group, LLC | 17,405 | $253.1 萬 | 1.88% | +326+1.9% | 加碼 |
| Prudent Man Advisors, LLC | 17,388 | $252.9 萬 | 0.95% | −423−2.4% | 減碼 |
| World Equity Group, Inc. | 17,384 | $252.8 萬 | 0.74% | −22,293−56.2% | 減碼 |
| Amplius Wealth Advisors, LLC | 17,374 | $252.7 萬 | 0.34% | +42+0.2% | 加碼 |
| Imprint Wealth LLC | 16,980 | $252.3 萬 | 1.59% | +1,031+6.5% | 加碼 |
| Aureus Asset Management, LLC | 17,346 | $252.3 萬 | 0.19% | −17,449−50.1% | 減碼 |
| Loudon Investment Management, LLC | 17,318 | $251.9 萬 | 1.66% | −221−1.3% | 減碼 |
| First City Capital Management, Inc. | 17,195 | $250.1 萬 | 1.48% | −375−2.1% | 減碼 |